On May 23, 2025, President Donald Trump issued a series of executive orders aimed at dramatically increasing nuclear power in the United States. These orders set a target for the U.S. to quadruple the sector's capacity to 400 gigawatts by 2050, expanding on former President Joe Biden's goal to triple nuclear power by midcentury.
A key directive within the executive orders instructs federal agencies to develop a plan to expand uranium enrichment capabilities in the U.S. This expansion is intended to meet the needs of both the civilian and defense sectors, addressing the country's heavy dependence on foreign state-owned companies for nuclear fuel supplies.
This policy shift creates a highly favorable environment for Centrus Energy, which is uniquely positioned as the only publicly traded uranium enricher in the world with U.S.-owned technology. The executive order underscores the urgency of restoring a robust domestic nuclear fuel supply chain, directly benefiting Centrus's strategic imperative to expand its enrichment capacity.
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